Career
Alan Berkshire has been Chief Administrative Officer & General Counsel of EP Wealth Advisors since February 2024. Alan Berkshire is a control person of the firm and directly owns under 5% of it.
EP Wealth Advisors, LLC. is a Torrance, CA firm with $45.1B under management, 20,738 clients and 320 advisers across 36 offices, as of its September 2026 filing.
The firm's official leadership page lists Alan Berkshire as Chief Legal Officer.
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Alan Berkshire is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Alan Berkshire
- CRD
- 2969585
- Record basis
- Form ADV officer listing
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Alan Berkshire work?
Alan Berkshire has been Chief Administrative Officer & General Counsel of EP Wealth Advisors, LLC. since February 2024, and is a control person of the firm.